See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,337 | $62,586+39.5% | $76,768+13.8% | $64,186+36.1% |
| Participation rate | 71.2% | 72.8%-1.6pp | 77.0%-5.8pp | 69.6%+1.6pp |
| Annual return | -3.06% | -1.95%-1.1pp | 2.43%-5.5pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,846 | $1,832+0.7% | $2,485-25.7% | $2,381-22.5% |
| Participant deferral / active EE | $4,257 | $3,145+35.4% | $3,852+10.5% | $3,470+22.7% |
| Admin fee / account holder | $2,764 | $4,667-40.8% | $6,675-58.6% | $4,888-43.5% |